What does it do?
Campaign Scheduling allows you to schedule contacts for a new campaign while they're still active on another. When your current campaign ends, they'll automatically transition to the scheduled campaign, no manual intervention required. Contacts can be scheduled for one additional campaign at a time.
How to access
This is currently in BETA, please contact your account manager if you wish to have access to this.
You can access scheduled campaigns by adding a contact who is currently active on a campaign to another campaign. You will then receive a modal informing you that these contacts will be scheduled and outreach will begin once they have finished on their current campaign.
How it works
Select the contacts you wish to add to a campaign and click ‘Add to campaign’
Review contact details and select ‘Review Outreach’
Any contacts who are already active on a campaign will appear in the Outreach-Ready Check modal under "Contacts already on a campaign will be scheduled"
Select which contacts you want to schedule (you can select all, select none, or pick individually)
Any contacts who are already scheduled for a campaign (and can’t be scheduled for another) will appear in the Outreach-Ready Check modal under “Some contacts cannot be added”
Clicking continue will take you to the Review Outreach screen. Contacts due to be scheduled for the campaign will show a scheduled tag in their outreach steps. You can then click on add to campaign.
You can identify current campaign vs scheduled campaign on the contacts page:
You will see a clock icon next to the green active icon which you can hover over to see which campaign they are currently active on as well as which campaign they are scheduled to start on.
Or on the contacts modal underneath their name where it will show which campaign they are scheduled for.
When their current campaign ends or is manually stopped, they will automatically transition onto the scheduled campaign after a short delay (5 minutes) without you needing to do anything.
💬 Frequently Asked Questions
Can I schedule a contact for more than one campaign at a time?
No. Contacts can only be scheduled for one additional campaign at a time. If they're already scheduled for a campaign, you'll need to wait for that scheduled campaign to complete (or remove them from it) before scheduling them for another.
What happens if the contact replies to the other campaign whilst my campaign is scheduled?
If the contact replies to a campaign, as per standard SourceWhale logic, the campaign stops and the contact does not receive any further outreach steps on that campaign. At this point, the scheduled campaign then becomes the active campaign and the contact will automatically start receiving this outreach.
How long does it take for a contact to start their scheduled campaign after the current one ends?
Approximately 5 minutes after their current campaign becomes inactive, they'll automatically transition to the next scheduled campaign.
What happens if a contact unsubscribes while waiting in a scheduled queue?
If a contact unsubscribes while on their current campaign, they won't receive the scheduled campaign. The scheduled campaign is automatically cancelled for that contact.
Can I remove a contact from a scheduled campaign before it starts?
Yes. You can cancel a scheduled campaign for a contact before it begins by navigating to the scheduled campaign and removing the contact(s) by selecting them and clicking ‘Remove from Campaign’ from the actions dropdown.
What happens if I delete a campaign that contacts are scheduled for?
All contacts scheduled for that campaign will have the scheduled campaign outreach stopped. They won't receive any outreach from the deleted campaign.
If I make changes to a campaign's sequence, will contacts in the queue receive the updated version?
Yes. When the scheduled campaign begins, contacts receive the current version of the campaign at that time, including any changes you've made since they were scheduled.
Why can't I schedule a contact who's already scheduled for another campaign?
Contacts can only be in one scheduled campaign at a time. You'll need to wait for their current campaign to complete (or remove them from it), so that they move onto their scheduled campaign (which then becomes their current campaign) before scheduling them for another.
Where can I see which contacts are scheduled for a campaign?
Scheduled contacts appear with a clock icon and "Scheduled for '[Campaign Name]' label in their profile and in the contact sidebar throughout the app.
Why can’t I see the scheduled campaign in the outbox?
Emails will only appear in the outbox once the user is active on that campaign. Scheduled campaigns won’t appear until the contact has transitioned over to starting that campaign once their current one has ended.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team!